Design and Implementation

RSI guides you through the complex process of designing and customizing your plan for implementation.

• Review the employer ownership, affiliations and controlled group structures
• Review the demographics of the employees
• Review current plan provisions (existing plans) and recommend changes to meet our assessments
• Design a plan tailored to meet the needs of the owners, employees and the business
• Prepare plan document
• Prepare IRS determination letter if applicable
• Prepare Summary Plan Description and other participant communication
• Prepare enrollment materials
• Conduct employee meetings to introduce the plan

Consulting

RSI reassesses the plan design as the needs, goals and structure of the business change.

• Review the plan design and demographics annually
• Recommend changes if necessary
• Amend plan document
• Create communication materials for participants
• Facilitate Mergers and Acquisitions while re-designing to accompany the structural changes
• Facilitate plan terminations and partial terminations if necessary